How to write an AI acceptable-use policy for an accounting firm
What to cover, how to keep it short enough that staff read it, and how to roll it out without a campaign.
Read →FirmSteward blog
Practical AI guidance for accounting firms.
Short, honest guides on AI-use policies, client data, Microsoft 365 Copilot, and picking tools. No hype, no invented statistics, no legal, tax, compliance, or cybersecurity advice.
What client data should never go into a public AI tool
Which client data carries the most risk, why it matters even when nothing seems to go wrong, and a rule staff can follow.
Read →Microsoft 365 Copilot in accounting firms: what to govern first
Why the real risk with Copilot is access and permissions, and what leadership should govern first.
Read →An AI-use policy for a small CPA firm: a starter guide
The core rules that matter, approved versus prohibited use, ownership and review, and a sample outline.
Read →How to vet an AI tool before your staff start using it
Where an AI tool stores your data, who can see it, what happens if you cancel, and one simple approval step.
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